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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Can customers in a rep...
Microsoft Dynamics RMS (Archived)

Can customers in a report be filtered by account type?

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Posted on by Kevin Shamas 45

Hello,

I am looking to clean up my database and have been trying to clean the account types up. I use RMS HQ and Store, so I do most of the editing at the HQ level. All customers are global. Is there a way to in a report to filter customers by account type? Is there also a way to change all customers to one particular account type en mass? With well over 20k customers I can't afford to go through one by one, and god  forbid a mistake occurs, and that one mistake holds me up.

 

Thanks in Advance.

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  • Suggested answer
    Gerald Rothaus Profile Picture
    Gerald Rothaus 2,934 on at
    Re: Can customers in a report be filtered by account type?

    open the report and change tables queried to:

    TablesQueried = "FROM Customer LEFT JOIN AccountType ON Customer.AccountTypeID = AccountType.ID "

    Add this:

    Begin Column

      FieldName = "AccountType.Description"

      DrillDownFieldName = "AccountType.Description"

      DrillDownReportName = "AccountType"

      Title = "Account #"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1245

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

  • Kevin Shamas Profile Picture
    Kevin Shamas 45 on at
    Re: Can customers in a report be filtered by account type?

    Thank you for this, but I just need a little more help and maybe it will work.

    Where do I add  this:

    TablesQueried = "FROM Customer LEFT JOIN AccountType ON Customer.AccountTypeID = AccountType.ID "

    I know where to add the other part . I just don't see where to add the tables queried part.

  • Gerald Rothaus Profile Picture
    Gerald Rothaus 2,934 on at
    Re: Can customers in a report be filtered by account type?

    At the top of the page , replace the old one (Customer - Customer List)

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